+129.2%
APO vs SU
+348.9%
-219.7%
-42.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -0.1% | +1.0% | +0.9% |
| 7D | -3.5% | +2.2% | -5.7% | -4.2% |
| 30D | -6.6% | +8.4% | -15.0% | -9.1% |
| 3M | -3.3% | +12.1% | -15.4% | -7.4% |
| 6M | +22.6% | +19.7% | +2.9% | +13.5% |
| YTD | -9.8% | +58.4% | -68.2% | -25.2% |
| 1Y | -3.9% | +67.2% | -71.1% | -22.1% |
| 3Y | +52.5% | +125.0% | -72.6% | +9.4% |
| All | +129.2% | +348.9% | -219.7% | +27.3% |
Cumulative growth
Daily Returns
Daily percentage return beside SU.
Daily Out/Under-Performance
Portfolio return minus SU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SU return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 5y: compounded portfolio wealth divided by compounded SU wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
5y analysis · Full analysis span regression · 6 months rolling